Assigning Customers to Delivery Checklists

Once a delivery checklist is created, assigning it to specific customers ensures it applies only to their orders during delivery. This helps tailor delivery requirements based on each customer’s operational needs.

Nicolas Khazem
8 steps
43 seconds

Fleetrunnr

From inside your portal, click on the **Settings icon** to access the settings page.

Under the **"Shipping"** category, click on **"Delivery Checklists".**

On the Delivery Checklists page, locate the intended checklist and click the **pen icon** on the far right of its entry.

Inside the panel on the right side of the screen, click the **“Customers”** tab.

Click "Add Customers"

**Tip:** Use the search bar to quickly locate the intended customer(s).

**Note: The list of customers available for selection includes only those with profiles already created in the Customers page of your workspace.**

Select the desired customer(s).

Click "Add Selected"

Click **"Save Changes".**